Thesis, risks, valuation and returns
This is fantastic - I've wanted more insight into the world of chips ever since your Nvidia post, and you really delivered here.
Thanks Louis, really appreciate it. I’d also recommend checking out some of the content in the links above, lots of good stuff there for diving deeper
Wow, your articles are just another thing. Spectacular write up
way too kind Giuliano, thank you 🙏
Excellent write up. I am a huge Lisa Su fan!
Great note - will retweet
Amazing work!
Thanks Jose! Been spending quite a bit of time watching your new Semiconductors pod on YT - really good stuff
I'm not that Jose. hehe Who you were taking about? I'm curious
Haha oops, apologies, wrong Jose - https://twitter.com/_josenajarro?s=21&t=owGSCl6wVRMjGwSnBbZcsw
GOAT
This is fantastic - I've wanted more insight into the world of chips ever since your Nvidia post, and you really delivered here.
Thanks Louis, really appreciate it. I’d also recommend checking out some of the content in the links above, lots of good stuff there for diving deeper
Wow, your articles are just another thing. Spectacular write up
way too kind Giuliano, thank you 🙏
Excellent write up. I am a huge Lisa Su fan!
Great note - will retweet
Amazing work!
Thanks Jose! Been spending quite a bit of time watching your new Semiconductors pod on YT - really good stuff
I'm not that Jose. hehe Who you were taking about? I'm curious
Haha oops, apologies, wrong Jose - https://twitter.com/_josenajarro?s=21&t=owGSCl6wVRMjGwSnBbZcsw
GOAT